UTI Multi Asset Allocation Fund- Regular Plan - IDCW

UTI Multi Asset Allocation Fund- Regular Plan - IDCW - Portfolio Analysis

Portfolio Overview

Asset Allocation

Equity: 58.52%Others: 41.48%

Market Cap

Large Cap: 49.13%Mid Cap: 13.41%Small Cap: 1.53%

Number of stocks

116

Top 10 Holdings

49.39% of portfolio

Market Cap of Equity

Large Cap
49.13%
Mid Cap
13.41%
Equity
-5.56%
Small Cap
1.53%

Companies Allocation of Equity

ICICI Bank Ltd7.91%
Bharti Airtel Ltd5.72%
HDFC Bank Ltd5.37%
Sun Pharmaceuticals Industries Ltd4.91%
Infosys Ltd4.88%
ITC Ltd4.70%
HCL Technologies Ltd4.30%
Tata Consultancy Services Ltd4.05%
Reliance Industries Ltd3.82%
Bajaj Finserv Ltd3.74%

Sector Allocation of Equity

Financial Services15.23%
Communication Services2.93%
Healthcare7.86%
Technology13.14%
Consumer Defensive8.68%
Energy2.92%
Basic Materials7.12%
Consumer Cyclical4.98%
Industrials2.92%
Real Estate1.80%
Utilities0.05%
Equity-9.11%

SIP Amount

Monthly SIP Date

UTI Multi Asset Allocation Fund- Regular Plan - IDCW

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Frequently Asked Questions

Everything You Need To Know To Get Started With Confidence

In mutual funds, "market cap allocation" means how assets of the fund are divided among various market capitalizations, which are based on the total market value of the outstanding shares of stock of a company. Market capitalization falls into three major categories: Large-cap, Mid-cap, Small-cap funds.